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How can I make life easier for my family after I’m gone?

Your loved ones will find dealing with bereavement very difficult - so you will be able to make their life so much easier if you create an Important Documents file for them – containing items from the following checklist:

It is then important to talk them through the contents and cover what is there and why. 

Checklist of what you should include:

  • Will
  • Birth & marriage certificates
  • All investment and share certificates
  • Insurance policy documents 
  • All account details and passwords for any online accounts
  • Loan and credit card details
  • Solicitor
  • Accountant
  • Financial Planner
  • Recent Valuations for all accounts and holdings (suggest annually updated)
  • Utility and other providers’ details
  • Doctor and any other Health Professionals details

How we can help

For further information on later life advice, contact Tim Davison on tim.davison@shawgibbs.com or call 01865 292200

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Contact Us

For further information on later life advice, contact Tim Davison on tim.davison@shawgibbs.com or call 01865 292200.

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